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JDIVX vs TRTIX
JDIVX vs TRTIX Comparison
Open Charts JDIVX vs TRTIX
JDIVX vs TRTIX Comparison Chart in %
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JDIVX vs. TRTIX commentary
Sep 12, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDIVX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. JDIVX (6.78B). TRTIX pays higher dividends than JDIVX: TRTIX (2.40) vs JDIVX (2.09). JDIVX was incepted earlier than TRTIX: JDIVX (11 years) vs TRTIX (11 years). JDIVX (0.74) is less costly to investors than TRTIX (0.68). JDIVX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). JDIVX has a lower initial minimum investment than TRTIX: JDIVX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 23.05 vs. JDIVX (15.82). TRTIX return over 5 years is better than : 95.37 vs. JDIVX (50.16).
| JDIVX | TRTIX | JDIVX / TRTIX | |
| Total Expense Ratio | 0.73 | 0.68 | 107% |
| Annual Report Gross Expense Ratio | 0.74 | 0.68 | 109% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 15.357 | 15.130 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 16.8B | 40% |
| Annual Yield % from dividends | 2.09 | 2.40 | 87% |
| Returns for 1 year | 15.82 | 23.05 | 69% |
| Returns for 3 years | 39.15 | 90.39 | 43% |
| Returns for 5 years | 50.16 | 95.37 | 53% |
| Returns for 10 years | 98.79 | 156.45 | 63% |
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